See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,436 | $57,610+37.9% | $154,803-48.7% | $102,872-22.8% |
| Participation rate | 1.9% | 59.5%-57.6pp | 78.1%-76.2pp | 73.0%-71.2pp |
| Annual return | 13.75% | 30.49%-16.7pp | 58.88%-45.1pp | 19.06%-5.3pp |
| Employer contribution / active EE | $68 | $1,883-96.4% | $4,305-98.4% | $3,526-98.1% |
| Participant deferral / active EE | $119 | $2,914-95.9% | $5,540-97.9% | $5,535-97.9% |
| Admin fee / account holder | $21 | $368-94.4% | $14,329-99.9% | $292-92.9% |